Stephen Sherline
- Role
- City National Bank
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Stephen Sherline
I am currently the Head of the Western PrivateBank for City National Bank In this role, I…
Experience
Present
Skills
- Leadership Development
- Retirement Planning
- Strategic Financial Planning
- Strategic Planning
- Wealth Management
- Series 63
- Investments
- Banking
- Asset Allocation
- Financial Analysis
- Wealth Management Services
- Financial Advisory
- Finance
- Investment Management
- Equities
- Portfolio Management
- Loans
- Financial Planning
- Mortgage Lending
- Mergers & Acquisitions
- Sales
- Financial Modeling
- Investment Advisory
- Securities
- Asset Management
- Estate Planning
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